Automation

Set a checklist template to add itself to a transaction the moment that transaction's status, side, or label matches the rule you choose. Introduction A new file goes in and the same checklist goes on it. Buyer side gets the buyer list, listing...

Commission splits often change on an agent's start-date anniversary, so Pipeline reminds your admins five days ahead. Introduction Most brokerages reset an agent's split or their cap on the anniversary of the day they started. It's a real chang...

Five days before a transaction is set to close or a listing is set to expire, Pipeline emails the agent a heads-up — automatically, across the whole account. Introduction Five days out from a closing, a file is either ready or it isn't, and fin...

Every morning, a single email tells you what happened in your account the day before — the transactions added, the ones that changed status, and how many docs are still sitting unassigned. Introduction You can't watch the account all day, and m...

Once a month, each agent gets their own numbers by email — last month's production plus the year to date, with nobody having to run a report. Introduction Agents want to know how they're doing, and the question usually arrives at the worst mome...

Let Pipeline retire a listing on its expiration date, so nothing lingers on your active list past the day the agreement ended. Introduction Every listing has an end date, and automatic listing expiration puts that date to work. When a transacti...

Tell Pipeline which days your office is closed, and business-day due dates step right over them. Introduction Pipeline already knows about weekends. Saturdays and Sundays never count as business days, so they're never yours to enter. What it ca...

Start each day knowing exactly what's due — Pipeline emails you a rundown of the tasks that are overdue, due today, and due tomorrow. Introduction The first question of the day is what's late. The second is what's due before you get to tomorrow...

Pick the date a deadline counts from, and Pipeline works the rest out on every transaction — for task due dates and scheduled messages alike. Introduction The acceptance date moves by two days and nothing on the file is right any more. Inspecti...

Between the rule you set and the message you send sits the queue: once a day, Pipeline reads your schedules and lines up one message for every transaction that matches. Introduction You wrote the rule weeks ago, and today the message exists. So...

Set a message to send itself later — on a date the transaction supplies, when a task gets checked off, or at a time you pick. Introduction The message you need to send is one you already know how to write. What you don't know yet is the date, b...

Scheduled messages wait in a queue where you can preview them, fix what's wrong, send them, or delete them before they reach anyone. Introduction A schedule comes due and Pipeline writes the message. Before it reaches a client, an agent, or the...